"Most people don't plan to fail, they fail to plan." John L. Beckley
About Our Expertise
Garrel Miani Financial Group (GMFG) is a team of experienced financial professionals dedicated to helping individuals and families achieve financial clarity and security through personalized wealth management solutions. With offices in Brickell, Key West, and New York City, we guide clients across the United States and Latin America towards their financial goals.
Our Holistic Approach
We take a comprehensive approach to financial planning, considering every aspect of your financial life. We work with you to:
- Define your goals and objectives: We get to know your unique aspirations and concerns to create a personalized roadmap.
- Assess your current financial situation: We evaluate your assets, liabilities, and investments to identify opportunities for improvement.
- Develop a customized plan: We tailor a plan that aligns with your individual needs, considering your financial goals, risk tolerance, and financial values.
- Implement and monitor your plan: We work with you to execute your plan and regularly review it to ensure it remains effective over time.
Our Services
We offer a comprehensive range of services, including:
- Investment Management: We provide portfolio management, risk management, and asset allocation strategies tailored to your individual needs.
- Estate Planning: We help you establish trusts, wills, and power of attorney documents to ensure your wishes are carried out when you're unable to manage your own affairs.
- Retirement Planning: We guide you through maximizing your retirement accounts and planning for a comfortable post-career life.
- Insurance Review: We review your existing insurance coverage to ensure it provides adequate protection for your specific needs and goals.
Our Values
At GMFG, we are guided by these core values:
- Integrity: We adhere to the highest ethical standards and act with transparency and honesty in all our interactions.
- Client-Centricity: We prioritize your needs and goals, putting your interests first in every situation.
- Empowerment: We believe in educating you and involving you in every step of the financial planning process.
- Collaboration: We work with you and other professionals in your corner to ensure comprehensive and coordinated solutions.
Professionalism and Expertise
The Garrel Miani Financial Group, led by Joe Garrel, has received an overwhelming number of glowing reviews from satisfied clients. These reviews highlight the team's professionalism, expertise, and dedication to their clients' financial well-being. From explaining complex investment decisions to providing emotional support during challenging times, Joe and his team have consistently demonstrated a commitment to excellence.
Personalized Service
Joe and his team take the time to understand each client's unique financial needs and concerns, providing personalized guidance and advice. Whether it's explaining investment options, helping to grow a business, or securing life insurance, the team's personalized approach has been praised by clients.
Comprehensive Services
The Garrel Miani Financial Group offers a wide range of services, including investment management, insurance, and financial planning. Clients have praised the team's comprehensive approach, which helps them achieve their long-term financial goals.
Efficient and Responsive
Kathy Swihart, a key member of the team, has been commended for her efficiency and responsiveness. Clients appreciate her prompt attention to their queries and concerns, making the experience of working with the Garrel Miani Financial Group seamless and stress-free.
